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Morling Financial Advisors’s USA Compression Partners USAC Stock Holding History

Morling Financial Advisors’s Portfolio USAC Stock Details USAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,149
Closed -$257K – 88
2022
Q4 		$257K Sell
13,149
-1,636
-11% -$30.2K 0.33% 42
2022
Q3 		$257K Buy
14,785
+418
+3% +$7.39K 0.35% 41
2022
Q2 		$240K Sell
14,367
-6,325
-31% -$113K 0.31% 44
2022
Q1 		$364K Buy
+20,692
New +$353K 0.46% 35

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Morling Financial Advisors's USAC Position: Q1 2023 in Review

Morling Financial Advisors sold out of USA Compression Partners (USAC) in Q1 2023, closing a stake of 13,149 shares — an estimated $257K sold.

Morling Financial Advisors first reported a position in USAC in Q1 2022 and held it in 4 quarters. The position peaked at $364K in Q1 2022. 75 funds tracked by Wall St. Rank hold USAC as of Q1 2023.

  • Morling Financial Advisors reported no remaining USA Compression Partners position as of Q1 2023 after selling out during the quarter.
  • Morling Financial Advisors sold 13,149 USA Compression Partners shares in Q1 2023, an estimated $257K.
  • Morling Financial Advisors first reported a position in USA Compression Partners in Q1 2022 and held it in 4 quarters.
  • Morling Financial Advisors's USA Compression Partners position peaked at $364K in Q1 2022.
  • 75 funds tracked by Wall St. Rank held USA Compression Partners as of Q1 2023.

Based on Morling Financial Advisors's 13F filing for Q1 2023, filed 2 May 2023.